Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
1,187
+18
+2% +$1.9K 0.05% 66
2025
Q1
$130K Buy
1,169
+5
+0.4% +$556 0.05% 63
2024
Q4
$120K Buy
1,164
+5
+0.4% +$517 0.05% 84
2024
Q3
$130K Hold
1,159
0.05% 83
2024
Q2
$104K Sell
1,159
-14
-1% -$1.25K 0.04% 95
2024
Q1
$101K Sell
1,173
-49
-4% -$4.21K 0.04% 93
2023
Q4
$101K Buy
+1,222
New +$101K 0.03% 110